Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
Add another Multi Cap fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | SBI MultiCap | Kotak Flexi Cap | Nippon India Large Cap | Kotak Multi Cap | Axis Multicap |
|---|---|---|---|---|---|
| SBI MultiCapMulti Cap | itself | SBI MultiCap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI MultiCap and Nippon India Large Cap share 21% of their portfolios | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MultiCap and Axis Multicap share 24% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and SBI MultiCap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Axis Multicap: no portfolio disclosed for Kotak Flexi Cap |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and SBI MultiCap share 21% of their portfolios | Nippon India Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Nippon India Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Large Cap and Axis Multicap share 28% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap |
| Axis MulticapMulti Cap | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Axis Multicap and Nippon India Large Cap share 28% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Nippon India Large Cap Fund and Axis Multicap Fund share 28% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, not a finding about the funds.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | SBI MultiCap | Kotak Flexi Cap | Nippon India Large Cap | Kotak Multi Cap | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 0% of 19 | 45% of 109 | 73% of 109 | 100% of 24 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 1.09% points | 1.01% points | 1.62% points | 1.45% points |
| Portfolio turned over a year P1 | 85% | not measured | 57% | not measured | 96% |
| Run by P7 | Bectors Food · ≥ 3 mo | not known | Sailesh Raj Bhan · 19 yrs | not known | not known |
| 1-year return | −0.6% | −1.6% | −4.7% | 4.2% | 9.8% |
| 3 years p.a. | 13.3% | 11.5% | 11.1% | 17.3% | 20.0% |
| 5 years p.a. | — | 10.6% | 12.8% | — | — |
| Deepest fall (max drawdown) | −15.1% | −16.3% | −15.4% | −21.0% | −18.1% |
| Assets (AUM) | ₹24,138 Cr | ₹54,857 Cr | ₹52,344 Cr | ₹25,937 Cr | ₹9,775 Cr |
| Disclosed history | 3.7 yrs | — | 13 yrs | — | 5.2 yrs |
| Holdings · top ten weight | 72 · 30% | none disclosed | 69 · 45% | none disclosed | 114 · 23% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.